ISHARES TREASURY FLOATING RA TFLO
$50.52
+0.0% 52w: $48.67 – $50.52
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.6749.5950.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
414
+2 QoQ
13F value
$3.78B
+4.1% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TFLO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.7M | $392.1M | 0.0% | +33.0% |
| LPL Financial LLC | Bank broker | 6.8M | $341.8M | 0.1% | -0.1% |
| MORGAN STANLEY | Bank broker | 3.6M | $184.2M | 0.0% | +0.2% |
| UBS Group AG | Bank broker | 2.0M | $103.4M | 0.0% | -7.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 1.8M | $90.8M | 0.7% | +4.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $88.6M | 0.0% | -5.9% |
| Mariner, LLC | Diversified mechanical | 1.6M | $79.1M | 0.1% | -0.6% |
| Financial Advisory Corp | Wealth advisor | 1.5M | $75.7M | 10.5% | -6.2% |
| Arbor Investment Advisors, LLC | Wealth advisor | 1.3M | $67.7M | 8.8% | +8.3% |
| BIP Wealth, LLC | Wealth advisor | 1.3M | $66.0M | 2.7% | -13.0% |
| Capital Asset Advisory Services LLC | Wealth advisor | 1.2M | $59.8M | 2.3% | +17.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $59.0M | 0.0% | +35.3% |
| Northwest Quadrant Wealth Management, LLC | Wealth advisor | 1.1M | $57.5M | 12.0% | +3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $54.3M | 0.0% | +1.9% |
| Brookstone Capital Management | Wealth advisor | 1.1M | $53.9M | 0.6% | +6.2% |
| Vertex Planning Partners, LLC | Wealth advisor | 1.0M | $52.6M | 10.2% | +215.3% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $52.4M | 0.1% | -4.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.0M | $51.8M | 0.0% | -18.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 998.0K | $50.5M | 0.1% | +3.1% |
| STOCK YARDS BANK & TRUST CO | Other | 907.0K | $45.9M | 1.4% | -0.1% |
| Stash Investments, LLC | Wealth advisor | 907.0K | $45.9M | 17.8% | +4.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 856.3K | $43.4M | 0.1% | -6.5% |
| AlphaCore Capital LLC | Wealth advisor | 832.4K | $42.1M | 1.0% | -0.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 827.2K | $41.9M | 0.0% | +24.3% |
| Rinkey Investments | Wealth advisor | 796.8K | $40.3M | 10.3% | -2.8% |
| Walker Financial Services, Inc. | Wealth advisor | 776.7K | $39.3M | 13.5% | +15.7% |
| Facet Wealth, Inc. | Wealth advisor | 699.7K | $35.4M | 0.6% | +8.6% |
| ASSETMARK, INC | Wealth advisor | 658.9K | $33.4M | 0.1% | 0.0% |
| Laurel Wealth Advisors LLC | Other | 636.8K | $32.2M | 3.2% | +6.1% |
| GeoWealth Management, LLC | Wealth advisor | 624.7K | $31.6M | 1.1% | +256.7% |
| Omnitrust Wealth Management, Inc | Wealth advisor | 619.2K | $31.3M | 40.6% | +264.4% |
| FORM Wealth Advisors, LLC | Wealth advisor | 585.5K | $29.6M | 3.5% | New |
| Ifrah Financial Services, Inc. | Wealth advisor | 515.8K | $26.1M | 6.9% | -0.9% |
| Cardinal Point Capital Management ULC | Wealth advisor | 514.6K | $26.1M | 1.6% | +32.3% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 494.1K | $25.0M | 1.4% | +19.7% |
| J2 Capital Management Inc | Wealth advisor | 483.7K | $24.5M | 16.8% | +80.0% |
| OneDigital Investment Advisors LLC | Wealth advisor | 464.8K | $23.5M | 0.2% | -4.9% |
| MOULTON WEALTH MANAGEMENT, INC | Wealth advisor | 461.4K | $23.3M | 15.9% | New |
| BEACON FINANCIAL GROUP | Wealth advisor | 449.8K | $22.8M | 2.3% | +0.8% |
| Luminist Capital LLC | Wealth advisor | 445.1K | $22.5M | 30.1% | +75.2% |
| ARK & TLK INVESTMENTS, LLC | Wealth advisor | 436.9K | $22.1M | 6.0% | -13.2% |
| Mutual Advisors, LLC | Wealth advisor | 432.0K | $21.9M | 0.5% | +219.5% |
| MKT Advisors LLC | Wealth advisor | 425.2K | $21.5M | 7.2% | +94.1% |
| HighTower Advisors, LLC | Diversified mechanical | 416.7K | $21.1M | 0.0% | -29.4% |
| SUMMITRY LLC ★2 | Fundamental diversified | 409.0K | $20.7M | 0.7% | -0.5% |
| Betterment LLC | Wealth advisor | 406.9K | $20.6M | 0.0% | +4.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 399.0K | $20.1M | 0.2% | +49.5% |
| Creative Planning | Wealth advisor | 383.6K | $19.4M | 0.0% | -0.6% |
| Weaver Consulting Group | Wealth advisor | 377.8K | $19.1M | 4.6% | -8.1% |
| St. Louis Financial Planners Asset Management, LLC | Other | 360.4K | $18.2M | 10.3% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.